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《大行報告》美銀證券料匯控(00005.HK)第三季稅前盈利18億美元 評級「中性」
阿思達克 10-23 12:19
美銀證券發表報告表示,匯豐控股(00005.HK)將於下周二(27日)公布今年第三季業績,預期其稅前盈利為17.8億美元,而減值撥備料為23.3億美元,但實際減值非常低,意味著管理層對更遙遠的未來的看法屬關鍵。匯控今年至今已減值撥備達68億美元,相對於全年指引為80億至130億美元。季內淨利息收入料為62.5億美元。

該行認為,匯控要對歐美業務作進一步重組,才可填補因減息而帶來的100億美元收入缺口。該行指,匯控將進行削減較大風險加權資產、業務退出及國家重點調整,將減少在未能盈利的歐洲和美國的560億美元股權投資,同時使12%的淨資產收益率之亞洲業務帶動30億美元以上的可持續股息及營業額增長,重申其「中性」評級,目標價維持35.42元不變。

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